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Monica Blocker
Institutional Sales at Geneva Advisors
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Work Experience
Institutional Sales
Jun 2014 - Present · 10 years and 6 months
nuveen investments
Dec 2010 - May 2014 · 3 years and 5 months
Internal Advisor Consultant
Feb 2012 - May 2014 · 2 years and 3 months
Internal Advisor Services Representative
Dec 2010 - Feb 2012 · 1 years and 2 months
Company Details
51-200 Employees
We are excited to announce that two great wealth management firms have combined forces. In September of 2017, Geneva Advisors joined CIBC Atlantic Trust Private Wealth Management. Bringing together our organizations creates an excellent fit due to our commonly held values of a fiduciary culture and team-based approach. The team you know and trust, will remain the same and will continue to manage investments as part of CIBC Atlantic Trust. Our clients will also have access to additional investment strategies that can complement an existing portfolio and benefit from the expertise of CIBC Atlantic Trust’s Wealth Strategies Group, which allows further integration of tax, trust, estate, philanthropic and legacy planning, along with other integrated wealth management capabilities. We invite you to learn more by visiting www.cibcatlantictrust.com.
Year Founded
2003
Social Media
Linkedin
Industry
Financial Services
HQ Location
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Keywords
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